Built for Accounting Firms

    Stop chasing clients for documents. Let the system do it.

    Engagement letters, document collection, deadline tracking, return assembly — survive tax season without burning out.

    Where Accounting Firms are losing time and money

    • 01Client Doc Collection
    • 02Return Assembly
    • 03Engagement Letters
    • 04Client Portal Mgmt
    • 05Wip Tracking
    • 06Payroll Processing

    Three questions to ask yourself

    1. 1.During tax season, how many hours does your team spend chasing clients for missing documents?
    2. 2.What does your engagement letter process look like from draft to signature?
    3. 3.How are you tracking deadlines across all clients, especially during busy season?

    If any of these felt uncomfortable, you're exactly who we built this for.

    Pricing for Accounting Firms

    Document Chase Starter

    $499

    3–7 days

    One automation. One big win. Up and running in a week.

    + Basic Care $199/mo

    Recommended

    Tax Season Growth Build

    $2,500–$5,000

    2–4 weeks

    3–5 connected automations. Covers an entire piece of your business.

    + Pro Care $499/mo

    Full Firm Buildout

    $5,000+

    4–8 weeks

    Your whole operation, wired together. One partner, one system.

    + Pro Care $499/mo (or custom retainer)

    Ready to start?

    Tax Season Growth Build$2,500–$5,000

    3–5 connected automations. Covers an entire piece of your business.

    Build Your AI Agent